Approve and Sign a Subcontract
Objective
To approve and sign a subcontract after awarding a winning tender.
Background
Because contracts are legally enforceable, Procore strongly recommends collecting the appropriate signatures. Procore clients can choose between two methods for collecting signatures from the project's collaborators:
- Wet Signature. If your project team decides to collect physical signatures on your contracts, ask collaborators to follow the Steps below.
- Electronic Signature. If your project team decides to collect digital signatures using the Procore + DocuSign® integration, refer collaborators to DocuSign®.
Things to Consider
- Required User Permissions:
- Additional Information:
- This article details steps that are completed outside of Procore.
Important
- If the contract's creator is using the Procore + DocuSign® integration, you may be asked to digitally sign the contract instead of using the steps below. Collaborators who are asked to sign a contract are responsible for confirming the proper signature requirements with the contract's creator.
- To learn about signing a contract with DocuSign®, see DocuSign®.
Steps
- Open the email with the awarded contract for your tender.
- Click View PDF.
- Print out the subcontract and sign it where indicated.
- Scan the document.
- Attach the scanned file to an email message back to the responsible party who sent you the initial form.